A detailed history of Capital Asset Advisory Services LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 47,849 shares of WFC stock, worth $3.42 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
47,849
Previous 48,775 1.9%
Holding current value
$3.42 Million
Previous $2.9 Million 6.73%
% of portfolio
0.13%
Previous 0.16%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$51.58 - $60.97 $47,763 - $56,458
-926 Reduced 1.9%
47,849 $2.7 Million
Q2 2024

Jul 24, 2024

SELL
$56.41 - $62.34 $68,820 - $76,054
-1,220 Reduced 2.44%
48,775 $2.9 Million
Q1 2024

Apr 16, 2024

BUY
$46.44 - $57.96 $326,008 - $406,879
7,020 Added 16.34%
49,995 $2.9 Million
Q4 2023

Jan 09, 2024

BUY
$38.67 - $50.51 $305,415 - $398,927
7,898 Added 22.52%
42,975 $2.12 Million
Q3 2023

Oct 18, 2023

BUY
$40.43 - $47.13 $278,683 - $324,867
6,893 Added 24.46%
35,077 $1.43 Million
Q2 2023

Aug 02, 2023

BUY
$36.72 - $42.68 $103,623 - $120,442
2,822 Added 11.13%
28,184 $1.2 Million
Q1 2023

May 12, 2023

BUY
$36.23 - $48.5 $165,679 - $221,790
4,573 Added 22.0%
25,362 $948,000
Q4 2022

Mar 08, 2023

BUY
$40.23 - $47.95 $356,236 - $424,597
8,855 Added 74.2%
20,789 $858,000
Q3 2022

Nov 14, 2022

BUY
$1.55 - $45.53 $10,408 - $305,733
6,715 Added 128.66%
11,934 $480,000
Q2 2022

Aug 11, 2022

BUY
$37.43 - $49.33 $1,871 - $2,466
50 Added 0.97%
5,219 $204,000
Q1 2022

Apr 29, 2022

SELL
$45.81 - $59.06 $3,389 - $4,370
-74 Reduced 1.41%
5,169 $250,000
Q4 2021

Feb 04, 2022

BUY
$45.31 - $52.0 $2,627 - $3,016
58 Added 1.12%
5,243 $252,000
Q3 2021

Oct 14, 2021

SELL
$42.32 - $51.15 $143,126 - $172,989
-3,382 Reduced 39.48%
5,185 $241,000
Q2 2021

Aug 06, 2021

SELL
$39.48 - $47.9 $523,860 - $635,585
-13,269 Reduced 60.77%
8,567 $388,000
Q1 2021

May 13, 2021

BUY
$29.7 - $40.81 $68,517 - $94,148
2,307 Added 11.81%
21,836 $853,000
Q4 2020

Mar 02, 2021

BUY
$21.14 - $30.35 $61,749 - $88,652
2,921 Added 17.59%
19,529 $589,000
Q3 2020

Nov 18, 2020

SELL
$22.83 - $26.35 $20,843 - $24,057
-913 Reduced 5.21%
16,608 $390,000
Q2 2020

Aug 14, 2020

BUY
$22.53 - $33.32 $29,018 - $42,916
1,288 Added 7.93%
17,521 $445,000
Q1 2020

May 18, 2020

BUY
$25.25 - $53.75 $81,936 - $174,418
3,245 Added 24.98%
16,233 $374,000
Q4 2019

Feb 13, 2020

BUY
$47.82 - $54.46 $609,800 - $694,473
12,752 Added 5403.39%
12,988 $630,000
Q4 2019

Feb 12, 2020

SELL
$47.82 - $54.46 $492,928 - $561,373
-10,308 Reduced 97.76%
236 $1.09 Million
Q3 2019

Oct 10, 2019

BUY
$43.38 - $50.71 $24,292 - $28,397
560 Added 5.61%
10,544 $532,000
Q2 2019

Jul 15, 2019

BUY
$44.37 - $49.17 $193,408 - $214,332
4,359 Added 77.49%
9,984 $472,000
Q1 2019

Apr 24, 2019

SELL
$46.57 - $51.73 $530,944 - $589,773
-11,401 Reduced 66.96%
5,625 $272,000
Q4 2018

Jan 31, 2019

SELL
$43.6 - $54.46 $106,209 - $132,664
-2,436 Reduced 12.52%
17,026 $785,000
Q3 2018

Jan 31, 2019

BUY
$52.56 - $59.19 $111,742 - $125,837
2,126 Added 12.26%
19,462 $1.02 Million
Q2 2018

Jul 11, 2018

SELL
$50.39 - $56.18 $14,814 - $16,516
-294 Reduced 1.67%
17,336 $961,000
Q1 2018

May 16, 2018

SELL
$50.98 - $65.93 $146,720 - $189,746
-2,878 Reduced 14.03%
17,630 $924,000
Q4 2017

Jan 11, 2018

BUY
$53.19 - $61.61 $193,611 - $224,260
3,640 Added 21.58%
20,508 $1.24 Million
Q3 2017

Oct 30, 2017

BUY
$49.58 - $55.15 $836,315 - $930,270
16,868
16,868 $930,000

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $272B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
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